Standing Invoice Listing Report

This report prints a list of standing invoices that have been set up using the Standing Invoice Maintenance form. You can print all invoices, or filter the report output by specifying a particular reference or next action date.

Header Details

Report process date
Whether the report is Detailed or not
Page number

Line Details

For each standing invoice that is set up, these invoice header details display:

Standing invoice reference number
Customer code
Last action date
Frequency
Next action date
Currency
Rate

If the option to Print in Detail is selected in the report parameters, this detail also displays:

Type code (this is the line type for each invoice line)
Description (based on line type and object selected — for example, if it is a general ledger line type, the general ledger account displays. If it is an inventory line type, the inventory code displays)
Quantity
Price
Discount %
Discount value
Tax type (inclusive or exclusive)
Tax %
Tax value
Net value

One line displays for each line of the standing invoice.

If the option to Print in Detail is not selected, invoice line detail does not display.

The report displays a Sub Total for discount value, tax value, and net value totals for each standing invoice, and a grand total displays for all invoices at the end of the report.

Parameters

You can set these parameters for the report:

Reference From

Enter the first invoice reference in the range of references to include in the report.

Reference To

Enter the last invoice reference in the range of references to include in the report.

Next Action Date

Enter the date when the next action on the invoice occurs. For example, if you send a supplier the same invoice every month enter the next date on which Greentree sends the invoice.

Print in Detail

Select this option to include detailed information about transactions in the report.

Exclude Completed

Select this option to exclude completed transactions from the report.